WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.92%
This Quarter Est. Return
1 Year Est. Return
+10.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$844M
AUM Growth
+$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,414
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$4.39M
3
+$3.69M
4
WFBI
WashingtonFirst Bankshares Inc
WFBI
+$2.93M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.42M

Top Sells

1
+$1.09M
2
+$1.05M
3
+$930K
4
ADP icon
Automatic Data Processing
ADP
+$357K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$339K

Sector Composition

1 Financials 8.11%
2 Technology 7.26%
3 Healthcare 6.73%
4 Industrials 5.19%
5 Communication Services 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$112K 0.01%
3,139
+1,851
652
$112K 0.01%
8,100
+61
653
$112K 0.01%
1,725
-637
654
$112K 0.01%
677
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$112K 0.01%
2,156
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656
$111K 0.01%
2,464
-1,818
657
$111K 0.01%
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658
$111K 0.01%
970
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659
$110K 0.01%
4,746
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660
$110K 0.01%
+2,371
661
$109K 0.01%
3,226
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662
$109K 0.01%
6,132
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663
$109K 0.01%
1,832
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664
$109K 0.01%
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665
$109K 0.01%
1,754
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$109K 0.01%
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$109K 0.01%
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654
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669
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6,167
+1,013
670
$108K 0.01%
2,416
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671
$108K 0.01%
2,200
672
$108K 0.01%
59,333
673
$107K 0.01%
1,232
+320
674
$107K 0.01%
661
-109
675
$107K 0.01%
12,865
+1,510
25 26
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